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Brian Otterstrom

LPL Financial LLC
11 Years of Experience
Helena, MT
1 DisclosureBroker
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Brian Otterstrom is a registered investment advisor at LPL Financial LLC, based in Helena, MT, with 11 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

800 E 6th Ave, Helena, MT, 59601

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History

Regulatory History (1)
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Criminal
July 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian operates under the DBAs Sonder Financial Strategies and The Chamberlin Group for his LPL business, dedicating full-time hours to these investment-related activities. He also owns Beaver Creek Investments, a non-investment related business, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLC
January 2024 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Securities America Advisors, INC.
September 2015 - January 2025 · 9 yrs 4 mos
Securities America, INC.Broker
June 2015 - December 2023 · 8 yrs 6 mos
State Registrations10 states
AKAZIDMTNDNVOHORVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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